TOOLS & RESOURCES

Target date evaluation: Fast, in-depth comparisons

Use our Target Date ProView fund analyzer to help find a series to best meet client needs.

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The tool features standard and advanced Morningstar® data on glide paths, returns, expenses and more — based on DOL guidelines — in a downloadable, client-ready report.

Compare the 4 largest series*

Get a standard report preselected with the 4 largest series*

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Create a customized report

Choose up to 4 series and what information to include in the report.

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* Standard report includes the 4 largest target date series based on mutual fund assets under management (AUM) as of 12/31/23. The series shown use the lowest expense share class with a minimum investment requirement of less than $10 million and a track record of at least 5 years.

Watch a quick overview of Target Date ProView

More target date insights

Selecting a target date series

Learn 5 things to look for when selecting a target date series

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American Funds Target Date Retirement Series®

Discover what sets the American Funds Target Date Retirement Series apart

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Measure target date fund highs and lows

Learn how to find an effective balance of appreciation and preservation

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Although target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.